SFDYX Mutual Fund

SFDYX Mutual Fund

NAV$31.40
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Returns Overview

1 Month
+0.37%
3 Months
+4.46%
6 Months
+12.08%
YTD
+14.49%
1 Year
+20.95%
3 Years (annualized)
+14.78%
5 Years (annualized)
+8.84%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFDYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.49%
Peer Avg (YTD)
+9.54%
vs Peers
+4.95%

SFDYX Mutual Fund Performance

SFDYX performance across multiple time periods: 1-month 0.37%, YTD 14.49%, 1-year 20.95%, 3-year 14.78%, 5-year 8.84%, 10-year 10.44%.

SFDYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

SFDYX vs another fund shows side-by-side returns. SFDYX alternatives are available in the Mutual Fund Screener.